Forte Capital LLC Incresed Positions in Q3 2024

Forte Capital LLC

  • $841 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NVO
Novo Nordisk A S

Healthcare
54K
+ 492.37%
$119.07 - $145.42 $6.43M - $7.86M
65K $7.74M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
11.6K
+ 1852.16%
$460.0 - $505.78 $5.32M - $5.85M
12.2K $5.67M
QUAL
Ishares Msci Usa Quality Facto

ETFs
13.7K
+ 7.11%
$162.64 - $179.3 $2.23M - $2.46M
206K $37M
BAH
Booz Allen Hamilton Holding Corp

Industrials
22.8K
+ 289.38%
$138.82 - $162.76 $3.17M - $3.72M
30.7K $5M
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.43K
+ 0.74%
$92.63 - $105.69 $318K - $362K
468K $48.8M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
5.38K
+ 1.91%
$75.88 - $83.21 $409K - $448K
287K $23.9M
XLU
Utilities Sector Spdr

ETFs
2.55K
+ 2.16%
$67.67 - $80.78 $172K - $206K
120K $9.71M
CME
Cme Group Inc.

Financial Services
751
+ 1.86%
$193.43 - $220.62 $145K - $166K
41.2K $9.09M
MET
Metlife Inc

Financial Services
7.85K
+ 25.67%
$67.96 - $82.48 $533K - $647K
38.4K $3.17M
TSLA
Tesla, Inc.

Consumer Cyclical
158
+ 1.12%
$191.76 - $263.26 $30.3K - $41.6K
14.3K $3.74M
KLAC
Kla Corp

Technology
1.03K
+ 144.21%
$696.17 - $892.35 $720K - $923K
1.75K $1.36M
FNDA
Schwab Fundamental U S Small C

ETFs
2.87K
+ 2.43%
$54.26 - $60.01 $156K - $172K
121K $7.21M
AXP
American Express CO

Financial Services
2.01K
+ 105.68%
$225.92 - $271.17 $454K - $545K
3.91K $1.06M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
71
+ 0.78%
$405.19 - $478.57 $28.8K - $34K
9.19K $4.23M
IBM
International Business Machines Corp

Technology
397
+ 4.87%
$175.1 - $223.38 $69.5K - $88.7K
8.54K $1.89M
AEP
American Electric Power CO Inc

Utilities
3.45K
+ 47.18%
$87.11 - $104.95 $300K - $362K
10.7K $1.1M
PWR
Quanta Services, Inc.

Industrials
759
+ 15.61%
$239.58 - $298.23 $182K - $226K
5.62K $1.67M
WRB
Berkley W R Corp

Financial Services
38.6K
+ 48.1%
$51.54 - $79.62 $1.99M - $3.08M
119K $6.75M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
7.97K
+ 164.73%
$49.83 - $62.75 $397K - $500K
12.8K $738K
CMI
Cummins Inc

Industrials
157
+ 2.06%
$266.63 - $326.4 $41.9K - $51.2K
7.79K $2.52M
MRK
Merck & Co., Inc.

Healthcare
4.54K
+ 24.75%
$111.15 - $128.97 $505K - $586K
22.9K $2.6M
LMT
Lockheed Martin Corp

Industrials
263
+ 23.11%
$460.3 - $584.56 $121K - $154K
1.4K $818K
GE
General Electric CO

Industrials
802
+ 18.76%
$156.66 - $189.66 $126K - $152K
5.08K $957K
IWY
Ishares Tr Russell 200 Growth

ETFs
1.18K
+ 46.88%
$194.66 - $225.97 $230K - $266K
3.69K $812K
ENB
Enbridge Inc

Energy
166
+ 0.33%
$35.27 - $41.18 $5.85K - $6.84K
50K $2.03M
AVGO
Broadcom Inc.

Technology
18.8K
+ 901.97%
$136.27 - $1745.86 $2.56M - $32.8M
20.9K $3.61M
ORCL
Oracle Corp

Technology
209
+ 2.95%
$125.9 - $170.35 $26.3K - $35.6K
7.3K $1.24M
WAT
Waters Corp

Healthcare
290
+ 17.19%
$282.7 - $359.89 $82K - $104K
1.98K $711K
RACE
Ferrari N.V.

Consumer Cyclical
202
+ 11.39%
$405.92 - $496.79 $82K - $100K
1.98K $928K
TOL
Toll Brothers, Inc.

Consumer Cyclical
30
+ 0.6%
$109.16 - $155.35 $3.27K - $4.66K
5.01K $773K
DLR
Digital Realty Trust, Inc.

Real Estate
253
+ 1.8%
$144.47 - $162.98 $36.6K - $41.2K
14.3K $2.31M
BRKR
Bruker Corp

Healthcare
2K
+ 28.17%
$60.3 - $70.67 $121K - $141K
9.1K $628K
CL
Colgate Palmolive CO

Consumer Defensive
460
+ 2.55%
$95.54 - $108.77 $43.9K - $50K
18.5K $1.92M
EME
Emcor Group, Inc.

Industrials
207
+ 23.31%
$340.22 - $435.6 $70.4K - $90.2K
1.1K $471K
SYK
Stryker Corp

Healthcare
93
+ 1.75%
$315.94 - $371.96 $29.4K - $34.6K
5.41K $1.95M
ZTS
Zoetis Inc.

Healthcare
565
+ 37.72%
$172.58 - $196.48 $97.5K - $111K
2.06K $403K
HSY
Hershey CO

Consumer Defensive
635
+ 26.04%
$182.45 - $203.25 $116K - $129K
3.07K $589K
AMG
Affiliated Managers Group, Inc.

Financial Services
498
+ 21.4%
$154.72 - $185.62 $77.1K - $92.4K
2.83K $502K
KMB
Kimberly Clark Corp

Consumer Defensive
580
+ 5.05%
$135.05 - $148.35 $78.3K - $86K
12.1K $1.72M
ZBRA
Zebra Technologies Corp

Technology
221
+ 29.16%
$306.21 - $371.02 $67.7K - $82K
979 $362K
CAT
Caterpillar Inc

Industrials
64
+ 3.81%
$316.8 - $391.12 $20.3K - $25K
1.74K $682K
VEA
Vanguard Ftse Developed Market

ETFs
547
+ 2.07%
$47.6 - $53.31 $26K - $29.2K
27K $1.43M
DE
Deere & CO

Industrials
98
+ 6.33%
$344.84 - $418.0 $33.8K - $41K
1.65K $686K
RDVY
First Trust Rising Dividend Ac

ETFs
1.3K
+ 18.86%
$53.68 - $59.24 $69.9K - $77.1K
8.21K $485K
AJG
Arthur J. Gallagher & Co.

Financial Services
87
+ 2.46%
$259.22 - $299.75 $22.6K - $26.1K
3.63K $1.02M
MTB
M&T Bank Corp

Financial Services
234
+ 10.63%
$146.49 - $179.85 $34.3K - $42.1K
2.44K $433K
ELV
Elevance Health, Inc.

Healthcare
209
+ 46.04%
$500.12 - $562.29 $105K - $118K
663 $344K
ESI
Element Solutions Inc

Basic Materials
3.3K
+ 37.98%
$24.24 - $28.58 $79.9K - $94.2K
12K $325K
ABT
Abbott Laboratories

Healthcare
399
+ 9.33%
$100.07 - $118.13 $39.9K - $47.1K
4.67K $532K
Activity Summary
Buys All Purchases 92 New Holdings 14 Increased Positions 78 Sells All Sells 127 Reductions 127 Sold out 0 Options Calls 0 Puts 0
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